Favorite Parts Of Working In Investment Advising As A Portfolio Manager
Alexis enjoys the multifaceted nature of the role, combining "run[ning] a business and also manag[ing] portfolios," allowing for a blend of analytical decision-making and client interaction, ultimately adding value to both clients' and Alexis' own financial lives. The work provides opportunities to leverage communication skills while actively engaging with market dynamics to positively impact investment outcomes.
Finance, Portfolio Management, Business Management, Communication Skills, Analytical Skills
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Alexis Browne
COO / Portfolio Manager
Registered Investment Advisor
Lehigh University 2020
N/A
Economics
Finance (Banking, Fintech, Investing)
Strategic Management and Executive
Video Highlights
1. Combination of business and portfolio management
2. Utilizing communication and analytical skills
3. Adding value to clients' and own financial lives
Transcript
What do you enjoy most about being in your industry?
What I enjoy most about being in my industry is the fact that I get to both run a business and manage portfolios. I work with great people and clients.
I get to leverage communication skills and make analytical decisions. I watch what's going on in the stock market, make changes to portfolios, and try to make people money.
I really just add value to not only their lives but my own as I'm managing my own money alongside theirs.
Advizer Personal Links
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